Sinopharm 1099

Re: Sinopharm 1099

Postby winston » Fri Dec 20, 2019 11:34 am

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Oct 29, 2019

<Research Report>Macquarie: SINOPHARM (01099.HK) 3Q19 Revenue Stays Strong, Kept Outperform

SINOPHARM (01099.HK) reported strong 3Q19 revenue growth of 27%, beating Macquarie's expectation and up 23% from the growth in 1H19.

The broker attributed this to medical device contribution and retail business expansion.

SINOPHARM was kept Outperform at a target of $39.86, yet being kicked out of the drug distribution top-pick list.

The drugmaker's earnings growth needs to accelerate from 12% for 1-3Q to 20% for 4Q in order to achieve Macquarie's earnings forecasts.

Source: AAStocks Financial News
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Re: Sinopharm 1099

Postby winston » Fri Jan 17, 2020 9:51 am

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SINOPHARM Places Shrs at 7.3% Discount, Raising Over $4B for Biz Development

SINOPHARM (01099.HK) announced the plan to place 149 million H Shares, representing 11.1% and 4.8%, respectively, of the total issued H Shares and the total issued share capital of the Company as enlarged.

The Placing Price of HK$27.3 per Share represents a discount of 7.3% to the closing price yesterday (16th).

The net proceeds of the Placing are estimated at HK$4.021 billion, to be used for the expansion of pharmaceutical distribution, retail network and medical device business as well as improvement of working capital after the expansion.

Source: AAStocks Financial News
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Re: Sinopharm 1099

Postby winston » Wed Jun 24, 2020 8:39 pm

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Sinopharm Group (OTCPK:SHTDF)(OTCPK:SHTDY)

Investment thesis: Sinopharm is one of the most promising healthcare stocks listed on the Hang Seng Index.

While short-term headwinds are playing against it, I expect Sinopharm to be a long-term winner based on a clear trend of industry consolidation playing out in China; as it did back in the times, in the States, with the oligopoly achieved by AmerisourceBergen (ABC) McKesson (MCK) and Cardinal Health (CAH).

Sinopharm is the only Chinese medical distributor with truly nationwide logistic capabilities and is already the market leader with approximately 20% market share, more than double the 8% of its closest two competitors.

The organic growth of the medical distribution business in China, combined with gains in market share against smaller competitors, should help Sinopharm sustain a high EPS growth rate over the next decade.

The company pays a nice 3.3% dividend, and the payout has grown consistently with the business over the past decade.

Source: Seeking Alpha
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Re: Sinopharm 1099

Postby winston » Wed Jul 01, 2020 2:25 pm

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Sino Biopharm (1177 HK) - Lock in some profits

Headquartered in Hong Kong and Beijing, Sino Biopharmaceutical (中国生物制 药有限公 司 , SBP) is a leading drug manufacturer in China with a competitive drug portfolio, strong sales force and promising pipeline.

FY19 revenue contributors by major disease areas were:
1. Hepatitis ~24%
2. Oncology 22%
3. Cardio-cerebral 13%
4. Orthopaedic 8%
5. Digestive 6%
6. Respiratory 5% &
7. Anti-infectious 4%.

SBP is the industry leader for liver diseases drugs, a segment with annual sales revenue exceeding CNY 1bn and accounts for about a quarter of the overall sales of the liver disease market in China.

While ongoing healthcare reforms focusing on price and quality controls should weigh on margins and may continue to cause volatility in sector share prices, following Covid-19, there should be greater policy support for domestic drug innovation, which benefits pharmas (such as SBP) with strong R&D focus and growing pipelines. HOLD.

Source: OCBC
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